Tax Benefits with equity growth
An open-ended equity linked saving scheme that helps you save tax under Section 80C and aims to generate long term capital appreciation.
About Kotak Tax Saver Fund
* The investment objective of Kotak Tax Saver is to generate long term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
* The scheme thus offers a dual benefit of growth and tax savings.
* The scheme although open ended, has a three year lock-in.
* The portfolio is generally diversified across sectors and market capitalization segments.
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. However, there is no assurance that the objective of the scheme will be realized.
Kotak Tax Saver Fund (An Open-Ended Equity Linked Saving Scheme with a statutory lock in of 3 years and tax benefits)
This open ended fund Scheme is suitable for investors seeking
1. Long term capital growth with a 3 year lock in
2. Investment in portfolio of predominantly equity & equity related securities